Gary Garland discovers the best kind of accounts in which to place “lazy money” while interest rates remain higher. Gary discusses how each person’s scenario determines the retirement plan that works best for them. He also discusses Bill Bengen’s “4% Rule” – and other conflicting ones – and why leaving too much money exposed to the market can be big trouble.
Click here to schedule your free conversation with Gary for a comprehensive review on tax reduction, investment optimization, and improvement or call 732-751-4677.
Come to Friendly Fridays in the Integrated Wealth Solutions education center and meet Gary and the team. There are light food and drinks at this complimentary happy hour event from 3-5:30 p.m. on May 2nd. They also have educational dinner seminars on April 22nd and 23rd. Call the office or email info@iwfamily.com to learn more.
Listen to “Your Retirement, Your Way” with Gary Garland every Sunday at 8 a.m. on 92.7FM/1310 AM WOBM and wobm.com. Have ideas or questions for the show? Email info@iwfamily.com or send Integrated Wealth Solutions a message on Facebook!
See omnystudio.com/listener for privacy information.
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